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BloombergSen’s Wayfair W Stock Holding History

BloombergSen’s Portfolio W Stock Details W Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6M Buy
79,785
+18,599
+30% +$1.68M 0.46% 18
2025
Q4 		$6.14M Buy
61,186
+3,361
+6% +$323K 0.45% 18
2025
Q3 		$5.17M Buy
57,825
+13,513
+30% +$990K 0.32% 21
2025
Q2 		$2.27M Buy
44,312
+8,704
+24% +$325K 0.14% 23
2025
Q1 		$1.14M Buy
35,608
+2,739
+8% +$114K 0.07% 22
2024
Q4 		$1.46M Buy
32,869
+7,252
+28% +$342K 0.09% 23
2024
Q3 		$1.44M Buy
25,617
+9,025
+54% +$435K 0.08% 22
2024
Q2 		$875K Buy
16,592
+1,841
+12% +$109K 0.06% 21
2024
Q1 		$1M Buy
14,751
+2,773
+23% +$157K 0.06% 18
2023
Q4 		$739K Buy
11,978
+3,003
+33% +$157K 0.05% 20
2023
Q3 		$544K Buy
8,975
+772
+9% +$53.7K 0.04% 20
2023
Q2 		$533K Buy
8,203
+2,076
+34% +$87.5K 0.04% 20
2023
Q1 		$210K Buy
6,127
+1,856
+43% +$82.2K 0.01% 25
2022
Q4 		$140K Hold
4,271
– – 0.01% 26
2022
Q3 		$139K Buy
4,271
+121
+3% +$6.39K 0.01% 31
2022
Q2 		$181K Sell
4,150
-245,783
-98% -$17.3M 0.01% 27
2022
Q1 		$27.7M Buy
249,933
+1,024
+0.4% +$144K 1.48% 18
2021
Q4 		$47.3M Sell
248,909
-685
-0.3% -$162K 2.24% 17
2021
Q3 		$63.8M Buy
249,594
+3,344
+1% +$943K 3.27% 14
2021
Q2 		$77.8M Buy
246,250
+173,000
+236% +$54.2M 4.09% 11
2021
Q1 		$23.1M Buy
+73,250
New +$21.6M 1.26% 18

Other funds holding W

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
GHP
Great Hill Partners Boston, Massachusetts $210M AUM 134.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BloombergSen's W Position: Q1 2026 in Review

BloombergSen increased its Wayfair (W) stake by 30% in Q1 2026, buying an estimated $1.68M and bringing the position to 79,785 shares worth $6M. The position accounts for 0.46% of the portfolio, ranked #18.

BloombergSen first reported a position in W in Q1 2021 and has held it in 21 quarters since. The position peaked at $77.8M in Q2 2021. 443 funds tracked by Wall St. Rank hold W as of Q1 2026.

  • BloombergSen held 79,785 shares of Wayfair worth $6M as of Q1 2026.
  • BloombergSen bought 18,599 Wayfair shares in Q1 2026, an estimated $1.68M.
  • Wayfair made up 0.46% of BloombergSen's portfolio in Q1 2026, its #18 holding.
  • BloombergSen first reported a position in Wayfair in Q1 2021 and has held it in 21 quarters since.
  • BloombergSen's Wayfair position peaked at $77.8M in Q2 2021.
  • 443 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

Based on BloombergSen's 13F filing for Q1 2026, filed 8 May 2026.